Fulcrum Equity Management’s SPDR Gold Trust GLD Stock Holding History

Fulcrum Equity Management’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$343K	Buy	901 +6	+0.7%	+$2.35K	0.27%	79
2026 Q2	$330K	Hold	895	–	–	0.24%	96
2026 Q1	$385K	Hold	895	–	–	0.37%	67
2025 Q4	$355K	Buy	+895	New	+$342K	0.34%	71
2020 Q4	–	Sell	-1,680	Closed	-$298K	–	160
2020 Q3	$298K	Buy	+1,680	New	+$302K	0.14%	108
2019 Q4	–	Sell	-11,474	Closed	-$1.59M	–	137
2019 Q3	$1.59M	Buy	11,474 +4,209	+58%	+$585K	0.81%	16
2019 Q2	$1.03M	Buy	7,265 +1,887	+35%	+$233K	0.49%	19
2019 Q1	$656K	Buy	+5,378	New	+$663K	0.23%	25

Other funds holding GLD

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fulcrum Equity Management's GLD Position: Q3 2026 in Review

Fulcrum Equity Management increased its SPDR Gold Trust (GLD) stake by 0.67% in Q3 2026, buying an estimated $2.35K and bringing the position to 901 shares worth $343K. The position accounts for 0.27% of the portfolio, ranked #79.

Fulcrum Equity Management first reported a position in GLD in Q1 2019 and has held it in 8 quarters since. The position peaked at $1.59M in Q3 2019. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Fulcrum Equity Management held 901 shares of SPDR Gold Trust worth $343K as of Q3 2026.
Fulcrum Equity Management bought 6 SPDR Gold Trust shares in Q3 2026, an estimated $2.35K.
SPDR Gold Trust made up 0.27% of Fulcrum Equity Management's portfolio in Q3 2026, its #79 holding.
Fulcrum Equity Management first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 8 quarters since.
Fulcrum Equity Management's SPDR Gold Trust position peaked at $1.59M in Q3 2019.
2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.